🏠Create Orders

Start by clicking on the "Create Order" button on the top right.

One the new screen, click on "Select a customer account..." dropdown and select which Team you would like to create an order for.

You'll now see 6 steps with various information to fill out.

• Campaign Information: Click the dropdown box and select which campaign to work with.

• Affiliate (Optional): If you would like to use an affiliate on this transaction, select it using this dropdown box.

• Customer Information: If this is a new customer, select the "New Customer" tab and fill out the appropriate information. If it's an existing customer, use the search box to look them up either by name, email or phone number.

• Shipping & Billing Information: Fill out the shipping information in this area. If the billing address is different untick the slider and add the appropriate billing information.

• Products: After you select a campaign above in step #1, the products section will show products and upsells that are associated with that campaign. Select the quantity of the products/upsells that will be part on this order using the +/- buttons.

• Payment Information: Fill out the appropriate billing information here.

Once all is complete, click the blue "Process Payment" button on the right.'